DHX Media

DHX.B-T

Analysis and Opinions about DHX.B-T

Signal
Opinion
Expert
BUY
BUY
February 23, 2015

Not a typical name he would own because the valuation is very high. Eventually they may get taken out.

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DHX Media (DHX.B-T)
February 23, 2015

Not a typical name he would own because the valuation is very high. Eventually they may get taken out.

COMMENT
COMMENT
February 17, 2015

Trades at a premium valuation because investors are looking for content in the media space and this has a significant amount, particularly in children’s programming, which is seen as a valuable asset. Just reported very strong results and upped their dividends. Very good company to own.

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DHX Media (DHX.B-T)
February 17, 2015

Trades at a premium valuation because investors are looking for content in the media space and this has a significant amount, particularly in children’s programming, which is seen as a valuable asset. Just reported very strong results and upped their dividends. Very good company to own.

COMMENT
COMMENT
February 5, 2015

Loves their product. Looking underneath the hood at the cash flows and profitability, and he doesn’t see them. A lot of analysts who value this company, do it on a non-gap earnings basis, and they add back a whole bunch of costs that he views as costs, but they view as amortizations. He just doesn’t see the profitability.

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DHX Media (DHX.B-T)
February 5, 2015

Loves their product. Looking underneath the hood at the cash flows and profitability, and he doesn’t see them. A lot of analysts who value this company, do it on a non-gap earnings basis, and they add back a whole bunch of costs that he views as costs, but they view as amortizations. He just doesn’t see the profitability.

COMMENT
COMMENT
February 2, 2015

Had a downswing after a very big upswing. Acquired a private company that is extremely attractive and is a good merge. The most important, freestanding, non-Disney independent type of company in this business. Probably attractive for a take out one day, which he feels is what the principals of the company want.

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DHX Media (DHX.B-T)
February 2, 2015

Had a downswing after a very big upswing. Acquired a private company that is extremely attractive and is a good merge. The most important, freestanding, non-Disney independent type of company in this business. Probably attractive for a take out one day, which he feels is what the principals of the company want.

DON'T BUY
DON'T BUY
December 22, 2014

Using EBITDA, he thinks it is overvalued. This resembles something like a Corus Entertainment (CJR.B-T) now. It’s not a pure content play any more. Had thought it was a take out candidate purely from the content, but now they have their own channels and are now competing with the companies he thought might eventually buy them. He is Short this and would stay away.

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DHX Media (DHX.B-T)
December 22, 2014

Using EBITDA, he thinks it is overvalued. This resembles something like a Corus Entertainment (CJR.B-T) now. It’s not a pure content play any more. Had thought it was a take out candidate purely from the content, but now they have their own channels and are now competing with the companies he thought might eventually buy them. He is Short this and would stay away.

HOLD
HOLD
December 11, 2014

A very important company. Very solid.

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DHX Media (DHX.B-T)
December 11, 2014

A very important company. Very solid.

COMMENT
COMMENT
December 10, 2014

Recently acquired Nerds out of Vancouver, which just builds their library up that much more. Every day he looks at this and feels it is expensive, but they’ve done such a great job of growing their revenue over the last number of years. He thinks that is going to continue going forward. He would like to get it on a pullback, but has never been able to. Netflix (NFLX-Q) has just announced they want to globally launch their service, which means that they have to go to a company like this to get their rights for all of those countries. With all the video-on-demand services that cable companies are launching, they also have to go here to get licensing.

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DHX Media (DHX.B-T)
December 10, 2014

Recently acquired Nerds out of Vancouver, which just builds their library up that much more. Every day he looks at this and feels it is expensive, but they’ve done such a great job of growing their revenue over the last number of years. He thinks that is going to continue going forward. He would like to get it on a pullback, but has never been able to. Netflix (NFLX-Q) has just announced they want to globally launch their service, which means that they have to go to a company like this to get their rights for all of those countries. With all the video-on-demand services that cable companies are launching, they also have to go here to get licensing.

COMMENT
COMMENT
December 2, 2014

Just acquired Nerd Corps out of Vancouver for $57 million, which gives them many more hours of animated programming. This will be about 5% accretive to earnings. He bought the bond that helped fund the deal. Stock was up $0.54, which was just about exactly what the extra value of the acquisition is. Not a cheap stock, but there aren’t too many choices. A lot of the good news is already priced in. (See Top Picks.)

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DHX Media (DHX.B-T)
December 2, 2014

Just acquired Nerd Corps out of Vancouver for $57 million, which gives them many more hours of animated programming. This will be about 5% accretive to earnings. He bought the bond that helped fund the deal. Stock was up $0.54, which was just about exactly what the extra value of the acquisition is. Not a cheap stock, but there aren’t too many choices. A lot of the good news is already priced in. (See Top Picks.)

COMMENT
COMMENT
November 28, 2014

Hugging just below $9, which is the 50 day moving average, which is positive. Also, has the 16 week relative low, sort of converging. All these things are converging, where the risk/reward sets you up in a good situation. The upside, compared to the downside, is a lot greater. On a long-term basis, some of the indicators are starting to roll over.

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DHX Media (DHX.B-T)
November 28, 2014

Hugging just below $9, which is the 50 day moving average, which is positive. Also, has the 16 week relative low, sort of converging. All these things are converging, where the risk/reward sets you up in a good situation. The upside, compared to the downside, is a lot greater. On a long-term basis, some of the indicators are starting to roll over.

COMMENT
COMMENT
November 19, 2014

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.

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DHX Media (DHX.B-T)
November 19, 2014

Stock has done phenomenally well. Had a bit of a pullback recently. He had previously owned this and is on his radar screen. Last quarter's earnings were a little bit of a disappointment to the street. It will eventually be a take out; it is just a matter of when. They continue to build out their library. Just announced a deal where they are going to be doing some work in China. Revenue and earnings are going to slowly catch up to all the building they have done in content. If it pulled back a little more, he would probably look at adding it to his portfolio.

DON'T BUY
DON'T BUY
November 11, 2014

Had been a fan of this company until they went to a special class structure B format. Expects the stock will go sideways only.

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DHX Media (DHX.B-T)
November 11, 2014

Had been a fan of this company until they went to a special class structure B format. Expects the stock will go sideways only.

COMMENT
COMMENT
November 10, 2014

This company basically creates children's cartoons, videos and animations. Growing by acquisition. Because of the various incentives by both federal and provincial governments, they are able to end up having programmers and animators create additional libraries and content. Have a streaming deal opportunity in China.

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DHX Media (DHX.B-T)
November 10, 2014

This company basically creates children's cartoons, videos and animations. Growing by acquisition. Because of the various incentives by both federal and provincial governments, they are able to end up having programmers and animators create additional libraries and content. Have a streaming deal opportunity in China.

BUY
BUY
November 6, 2014

A big winner over the last several years. They own valuable children’s content. They have licensing deals with a variety of companies. It shows the value that investors are willing to put on content. It trades at a much steeper valuation than it once did, but it gets a premium because it is thought someone might someday be interested in a takeover.

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DHX Media (DHX.B-T)
November 6, 2014

A big winner over the last several years. They own valuable children’s content. They have licensing deals with a variety of companies. It shows the value that investors are willing to put on content. It trades at a much steeper valuation than it once did, but it gets a premium because it is thought someone might someday be interested in a takeover.

HOLD
HOLD
November 4, 2014

Likes this company and the way they have aggregated children’s content. A great name to own in a bad commodity environment and in terms of library content and their licensing deal with streaming media. Has always been expensive, but in terms of its fundamentals and its margins and as a potential takeover candidate, it is always interesting. The time to add to this name is when it has a disappointing quarter.

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DHX Media (DHX.B-T)
November 4, 2014

Likes this company and the way they have aggregated children’s content. A great name to own in a bad commodity environment and in terms of library content and their licensing deal with streaming media. Has always been expensive, but in terms of its fundamentals and its margins and as a potential takeover candidate, it is always interesting. The time to add to this name is when it has a disappointing quarter.

COMMENT
COMMENT
October 31, 2014

(They changed the share structure, and BNN only had access to a few weeks of the new shares.) Chart shows a nice trend. It was a little disconcerting when you see strength in the market overall today and having this one come down. It could be just a little bit of profit taking.

Show full opinionHide full opinion
DHX Media (DHX.B-T)
October 31, 2014

(They changed the share structure, and BNN only had access to a few weeks of the new shares.) Chart shows a nice trend. It was a little disconcerting when you see strength in the market overall today and having this one come down. It could be just a little bit of profit taking.

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